Defense
Commented by Fabian Lorenz on March 24th, 2026 | 07:30 CET
Critical Raw Material for Ammunition: Antimony Resources Approaching a Key Milestone – and Then a US Government Entry?
Raw materials are increasingly becoming a critical factor in ammunition production. Alongside tungsten, antimony is one such material. This largely unknown mineral is critical for flame retardants, batteries, alloys, electronics, and, of course, ammunition. At the same time, the US is 100% reliant on imports. Antimony Resources is developing what is likely one of the most promising deposits in North America. A resource estimate is expected to be released by June. Then, the US government might even step in. This is speculation, but there have already been examples since last year of the Trump administration taking such decisive action to secure critical raw materials.
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Commented by Armin Schulz on March 24th, 2026 | 07:10 CET
Sangdong Is More Than Just a Mine: How Almonty Industries Is Emerging as a Strategic Pillar for Western Supply Chains
For decades, tungsten was a blind spot in commodity markets - technically indispensable, yet strategically overlooked. That perception is now shifting rapidly. As Western economies reassess their dependence on Chinese supply chains for defense and high-tech applications, Almonty Industries is transitioning from developer to producer at its Sangdong project in South Korea. What follows is not merely the start of production, but a structurally important addition to Western supply security.
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Commented by Mario Hose on March 24th, 2026 | 07:00 CET
Volatus Aerospace: TSX Uplisting Signals a New Phase for the Drone and Defense Specialist
At the intersection of technology and national security, a Canadian company is gaining significant traction: Volatus Aerospace. In a short time, the company has evolved from a niche specialist into a recognized player in unmanned aviation and is now listed on the Toronto Stock Exchange. Drones are no longer mere gadgets - they have become essential tools in modern defense and industrial applications. Conflicts such as those in Ukraine and rising tensions around Iran underscore a clear shift: traditional weapons systems are often too costly, inflexible, and slow to deploy. This report examines how Volatus is capitalizing on this transition through targeted acquisitions, government support, and a clearly defined strategic roadmap.
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Commented by Armin Schulz on March 23rd, 2026 | 07:30 CET
Is US Ammunition Capacity at Its Limit? Antimony Resources Delivers What Washington Needs for "Unlimited" Firepower
As geopolitical tensions mount in the Middle East and Washington speaks of "unlimited" ammunition capacity, a critical bottleneck in the supply chain is becoming increasingly apparent: antimony. This unassuming semimetal, essential for modern weapon systems and high-tech industries, is scarcer than ever. China has turned off the export tap. A Canadian company is stepping into this very vacuum. With one of North America's most promising projects, Antimony Resources aims to secure the West's strategic independence.
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Commented by André Will-Laudien on March 23rd, 2026 | 07:10 CET
Sharp Corrections for the DAX, NASDAQ, BTC, Gold, and Silver – But Almonty Industries Is Showing Its Strength!
17% of Qatar's LPG capacity was destroyed last week, with damage expected to last 2 to 3 years. What madness! Iran is targeting critical infrastructure of Western allies in response to Israeli-American aggression. This brings back the horror scenarios from the COVID-19 pandemic, as we are likely to witness the collapse of global supply chains - at least for a few months. For the capital markets, this means constant stress mode, with high volatility and a downward trend. Even safe havens like gold and silver are under massive selling pressure - presumably due to liquidity shortages. One commodity, however, is trending from one high to the next: tungsten. This critically important metal for the defense industry has reached prices of up to USD 2,800 per metric ton unit (MTU). One company particularly exposed to this trend is Almonty Industries, already up over 2,000% in the last 18 months. What is next here?
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Commented by André Will-Laudien on March 20th, 2026 | 08:30 CET
DAX and NASDAQ Plunge, but Drones Are on the Order List: How Is Volatus Aerospace Faring?
The escalation surrounding Iran is currently starkly illustrating just how much modern conflicts are shaped by unmanned systems. Drone attacks on storage and energy infrastructure in the Gulf region are driving not only geopolitical uncertainty but also oil prices skyward, putting global markets under pressure. At the same time, we are witnessing a broad sell-off in the stock markets, triggered by fears of inflation, supply bottlenecks, and a further escalation of the conflict. What is striking here is that while traditional markets come under pressure, the strategic importance of technologies for reconnaissance, surveillance, and the protection of critical infrastructure is rapidly increasing. This is precisely where new demand cycles are emerging, not only in the military sector but also in energy, security, and industry. It is at this striking intersection that the true investment story of Volatus Aerospace begins.
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Commented by Nico Popp on March 20th, 2026 | 08:15 CET
Defense Boom on Shaky Ground: Antimony Resources Reaps the Benefits, Risks at RTX and Olin
The defense industry is celebrating record orders, but supply chains for key raw materials reveal a structural weakness: the current defense boom is thus built on shaky ground. One example is the availability of the semimetal antimony. The US Geological Survey classifies antimony as a critical raw material, as there are no alternatives for its applications in modern defense technology. China controls an estimated 60 to 70% of global primary production and has recently dominated downstream processing through strict export controls on dual-use goods. This geopolitical instrumentalization of the raw material led to a price rally in which, according to media reports, antimony rose from USD 13,500 per ton in April 2024 to nearly USD 60,000 per ton at times. Rising prices are forcing the West to shift its focus to the beginning of the supply chain. Investors should shift their attention from the defense industry's multi-billion-dollar order books to securing raw materials, as the industry's giants depend on the development of secure North American deposits. This is where the still-small but promising company Antimony Resources comes into play.
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Commented by Carsten Mainitz on March 20th, 2026 | 08:10 CET
Quality stocks at bargain prices: Almonty Industries, Rheinmetall and RENK
Rising energy prices and fears of their economic consequences are putting increasing pressure on the global stock markets. What does the future hold amid growing geopolitical tensions and conflicts? While most industries face major challenges, there are clear winners: commodity producers and defense companies. Almonty Industries, in particular, looks extremely attractive during the current correction phase. As the world's leading tungsten producer outside of China, the company carries significant geopolitical importance. A recent major milestone further strengthens its position. Analysts are recommending the stock as a buy.
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Commented by Fabian Lorenz on March 20th, 2026 | 08:00 CET
The Stock to Watch in the Drone Boom: NEO Battery Materials Expands Production for Military Applications
The opportunities from the drone boom, robotics, and electric mobility - all in a single stock. That sums up the NEO Battery story in one sentence. The high-performance batteries manufactured in South Korea are urgently needed across all these sectors. Supply chains outside of China are becoming increasingly important, especially for drones, and NEO provides them. At the same time, the company outperforms Chinese competitors in terms of performance. Production is ramping up this year, and the company has already secured a plot of land for expansion. The initial focus is on cells for drone applications and collaboration with the South Korean Ministry of Defense. This could open doors within NATO. It can really only be a matter of time before the stock takes off.
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Commented by Stefan Feulner on March 20th, 2026 | 07:00 CET
Rheinmetall, RE Royalties, Nordex – Three Megatrends Fuel Stock Market Speculation
The world is undergoing a structural transformation, and the capital markets are responding. Geopolitical tensions are driving massive rearmament and pushing demand for modern defense technology to new heights. At the same time, the energy crisis is highlighting how vulnerable global supply chains are and accelerating the expansion of renewable energy with enormous investment volumes. In parallel, new business models are emerging around infrastructure, financing, and long-term cash flows. What is currently taking shape is more than just a short-term boom: it is the emergence of new industrial powerhouses, with clear winners on the stock markets.
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